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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,243 | $51,638+144.5% | $68,368+84.7% | $82,448+53.1% |
| Participation rate | 75.6% | 63.6%+12.0pp | 73.8%+1.9pp | 68.1%+7.5pp |
| Annual return | 8.29% | 37.53%-29.2pp | 292.57%-284.3pp | 41.64%-33.3pp |
| Employer contribution / active EE | $2,147 | $2,047+4.9% | $2,649-19.0% | $2,551-15.9% |
| Participant deferral / active EE | $3,409 | $2,914+17.0% | $4,123-17.3% | $4,139-17.6% |
| Admin fee / account holder | $2,330 | $4,643-49.8% | $5,150-54.8% | $7,234-67.8% |